Before working with fleet accounts on tickets, you must configure the fleet wizard. Open the Configuration module and click Configuration menu > Fleet Wizard Setup.
Fleet Wizard
The Fleet Wizard is a series of tab windows that guide you through the process of assigning a vehicle to a fleet account.
When a fleet vehicle comes into your shop for service, you create a ticket as you normally would. Then, you assign the vehicle to a fleet in the Fleet Wizard.
You access the Fleet Wizard from an open ticket by clicking the Fleet button in the ticket toolbar 
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Types of Fleet Accounts
When working with fleet accounts, it's important to know what type of fleet account your customer has or should have.
There are three types of fleet accounts in R.O. Writer: National, House, and Cash on Delivery (COD).
National Accounts
National accounts are companies that do not manage a fleet of cars but do manage client companies who own and manage a fleet of cars. These accounts can be extended a line of credit (in Accounts Receivable) or choose a payment type in Fleet Wizard Setup.
- Assigning Vehicles to National Accounts
- Creating and editing National Accounts
House Accounts
House accounts are for companies that manage their own fleet of vehicles. These accounts can be extended a line of credit (in Accounts Receivable) or choose a payment type in Fleet Wizard Setup.
COD Accounts
COD accounts are for companies that own their own fleet of cars. These accounts must pay in full at the time of service by cash, check, or charge.
- Creating and editing House and COD Accounts
- Assigning Vehicles to House and COD Accounts
The topics in this section include: